+35.6%
VSH vs GRMN
+182.7%
-147.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.8% |
| 7D | +6.2% | +0.2% | +6.0% | +6.1% |
| 30D | -11.1% | -11.3% | +0.2% | -6.4% |
| 3M | -44.9% | +17.7% | -62.6% | -49.9% |
| 6M | +90.0% | +14.2% | +75.8% | +75.8% |
| YTD | +118.8% | +37.0% | +81.8% | +83.5% |
| 1Y | +109.0% | +17.0% | +92.0% | +89.5% |
| 3Y | +35.6% | +183.2% | -147.6% | +0.6% |
| All | +35.6% | +182.7% | -147.0% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling